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Direct handoff of ORSA submissions from actuarial and capital teams

$199.00
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A tailored course, built for your situation

Direct handoff of ORSA submissions from actuarial and capital teams

Become the trusted integrator for cross-functional ORSA execution

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.

Who this is for

Lead Manager in insurance risk and governance, operating at the nexus of actuarial, capital, and compliance functions

Who this is not for

Individuals outside insurance risk coordination or those not involved in enterprise risk reporting workflows

What you walk away with

  • Structured intake process for ORSA components from technical teams
  • Predictable timing for submission readiness from actuarial and capital groups
  • Clear escalation protocol when inputs miss thresholds
  • Trusted reputation as the central integrator of record
  • Repeatable framework for version control and commentary consolidation

The 12 modules (with all 144 chapters)

Module 1. Defining ORSA handoff standards
Establish baseline expectations for format, depth, and timing of incoming ORSA components from technical teams.
12 chapters in this module
  1. Input scope definition
  2. Format compliance check
  3. Ownership tracking setup
  4. Version control basics
  5. Commenting standards
  6. Deadlines alignment
  7. Escalation threshold design
  8. Review cycle planning
  9. Stakeholder mapping
  10. Handoff SLA drafting
  11. Template distribution plan
  12. Feedback loop integration
Module 2. Actuarial team integration
Map actuarial inputs to ORSA requirements and create a repeatable intake process for cash flow projections and scenario outputs.
12 chapters in this module
  1. Projection format review
  2. Scenario scope alignment
  3. Model summary extraction
  4. Assumption documentation
  5. Sensitivity tagging
  6. Output labelling
  7. QA checklist creation
  8. Crosswalk to Pillar II
  9. Narrative gap analysis
  10. Variance tracking
  11. Peer validation setup
  12. Handoff automation triggers
Module 3. Capital team coordination
Align capital model outputs with ORSA narrative needs and define clean handoff points for EC reporting.
12 chapters in this module
  1. EC model summary extraction
  2. Capital-at-risk thresholds
  3. Time horizon alignment
  4. Stress test commentary
  5. Aggregation rules
  6. Cushion analysis
  7. Risk appetite linkage
  8. Liquidity overlay
  9. Currency treatment
  10. Portfolio segmentation
  11. Regulatory calibration
  12. Handoff sign-off
Module 4. Documentation control framework
Build a central repository for ORSA inputs with versioning, access, and audit readiness built in.
12 chapters in this module
  1. Folder structure design
  2. Naming convention rules
  3. Access tier setup
  4. Change tracking
  5. Approval path mapping
  6. Retention rules
  7. Cross-reference indexing
  8. PDF stamping
  9. Metadata tagging
  10. Search optimization
  11. Internal audit access
  12. External handover prep
Module 5. Narrative assembly workflow
Turn technical inputs into a cohesive, regulator-facing story with consistent tone and logic flow.
12 chapters in this module
  1. Executive summary drafting
  2. Risk theme clustering
  3. Trend commentary
  4. Mitigation linkage
  5. Capital position framing
  6. Forward-looking statements
  7. Assumption transparency
  8. Uncertainty disclosure
  9. Peer benchmarking
  10. Strategic context
  11. Board-level distillation
  12. Appendix integration
Module 6. Escalation protocol design
Define how delays, omissions, or quality issues are surfaced and resolved without blocking progress.
12 chapters in this module
  1. Red flag identification
  2. Triage workflow
  3. Stakeholder alert rules
  4. Interim documentation
  5. Gap acceptance
  6. Compensating controls
  7. Management sign-off
  8. Regulatory disclosure
  9. Timeline adjustment
  10. Resource reallocation
  11. Peer notification
  12. Audit trail update
Module 7. Cross-functional review cycles
Orchestrate feedback loops across actuarial, capital, compliance, and legal with clear ownership and timing.
12 chapters in this module
  1. Review window setup
  2. Comment consolidation
  3. Conflict resolution
  4. Version locking
  5. Legal input timing
  6. Compliance checkpoint
  7. Internal audit preview
  8. Final sign-off sequence
  9. Change log maintenance
  10. Reversion rules
  11. Deadline enforcement
  12. Status reporting
Module 8. Regulator-facing output packaging
Assemble final ORSA submissions with completeness, clarity, and traceability for supervisory review.
12 chapters in this module
  1. Cover letter drafting
  2. Table of contents
  3. Indexing
  4. Cross-references
  5. Assumption summary
  6. Model inventory
  7. Risk map
  8. Capital summary
  9. Strategic implications
  10. Forward outlook
  11. Appendix bundling
  12. Submission checklist
Module 9. Stakeholder communication plan
Design targeted messaging for leadership, board members, and functional leads on ORSA progress and outcomes.
12 chapters in this module
  1. Status report design
  2. Leadership briefs
  3. Board summary
  4. Functional updates
  5. Timeline visibility
  6. Risk highlight
  7. Key decision points
  8. Action item tracking
  9. Escalation summaries
  10. Success metrics
  11. Lessons learned
  12. Feedback capture
Module 10. Continuous improvement loop
Embed learning from each cycle into the next ORSA iteration to reduce rework and improve quality.
12 chapters in this module
  1. Post-submission review
  2. Gap root cause
  3. Process tweak identification
  4. Template updates
  5. Timeline refinement
  6. Stakeholder feedback
  7. Tooling upgrades
  8. Training needs
  9. Knowledge retention
  10. Handoff SLA review
  11. Benchmarking
  12. Next cycle planning
Module 11. Vendor and third-party integration
Manage external inputs and validations within the ORSA handoff framework.
12 chapters in this module
  1. Vendor SLA setup
  2. Input format enforcement
  3. Third-party validation
  4. Model audit readiness
  5. Service provider review
  6. External peer benchmarking
  7. Consistency checks
  8. Documentation standards
  9. Escalation to vendor
  10. Renewal impact
  11. Cost-benefit tracking
  12. Alternative sourcing
Module 12. Solvency II alignment
Ensure ORSA outputs support and inform Solvency II reporting without duplication or conflict.
12 chapters in this module
  1. Pillar II linkage
  2. Own risk assessment
  3. Capital calculation
  4. Governance documentation
  5. Internal model use
  6. Risk profile update
  7. Forward projection
  8. Scenario alignment
  9. Disclosure harmony
  10. Regulatory consistency
  11. Cross-border treatment
  12. Supervisory reporting

How this maps to your situation

  • When actuarial teams finalize economic scenario outputs
  • When capital model updates affect EC estimates
  • During the Q3 consolidation window for year-end ORSA
  • When regulators request updated risk narratives

Before vs. after

Before
Chasing down inputs from actuarial and capital teams, managing inconsistent formats, and assembling submissions under time pressure
After
Receiving structured, regulator-ready ORSA component drafts directly from teams, with clear escalation paths and repeatable consolidation

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per week over 4 weeks to complete all modules and implement core workflows.

How this compares to the alternatives

Unlike generic risk management courses, this focuses exclusively on ORSA handoff orchestration, ensuring technical inputs are handed to you completely, consistently, and on time.

Frequently asked

Is this relevant if my firm uses a different risk framework?
Yes. While ORSA is the anchor, the handoff design principles apply to any integrated risk submission process.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me reduce rework?
Yes. By defining clean handoff standards, you’ll get inputs right the first time, reducing revision cycles by design.
$199 one-time. Approximately 3 hours per week over 4 weeks to complete all modules and implement core workflows..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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